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June 11-12, 2020
W Chicago City Center,
Chicago

Where the PPLI & VA industry meets

225+ attendees. 65+ expert speakers. 1 meeting place.

The only event that brings together the entire private placement value chain. Hear the latest market developments and investment case studies from industry leaders and PPLI clients.

STAND OUT FROM THE CROWD

Whether you want to get your voice heard, get your brand seen or meet the people that matter to you - we can help. Email Ian.McGuinness@KNect365.com, or call +1 646 895 7348 to find out more.

The leading Private Placement Life Insurance & Variable Annuities event

New trends. New opportunities.

The 2019 program focused on tailoring products and services to a diversifying client base. Hear innovative case studies, success stories and trends shaping the life insurance industry.

With round table discussions and interactive networking opportunities, personalize your own agenda whilst making new contacts.


View the 2019 agenda
The entire private placement value chain

Insurance carriers, producers and agents, investment funds, tax and estate planning attorneys, family offices, registered investment advisers and consultants... meet them all at PPLI&VA.

The only event bringing all the key players under one roof. 

Who attends?
PPLI/VA benefits for HNWs

How can PPLI/PPVA work for your clients? Our expert speakers demystify the product and explain the benefits. Hear from a panel of RIAs on their success stories and challenges in entering the space.

Free passes to the conference are available for High Net-Worth Investors, Single Family Offices and Institutional Investors.

PPLI for RIAs
Introduction to PPLI/VA workshop

Are you assessing the potential benefits of PPLI/VA for clients? Then this unique annual workshop is the place for you.

Featuring a cross section of industry leaders, RIAs and family offices – learn everything you need about the basics of PPLI/VA, how it can benefit wealth and trust planning, and real life case studies on how to identify potential clients.

2019 workshop agenda
Investment management workshop

Designed for those looking to manage PPLI/VA assets, this workshop will teach you how to enter the market with an insurance product offering.

From structuring your IDF or SMA, to effectively marketing and distributing it. Hear from leading investment funds in the space how they have found success and attracted AUM.

2019 workshop agenda
Producers workshop

A technical deep dive for those looking for the latest structuring tips and techniques. Take your PPLI/VA product offerings to the next level with insights from the top broker, family office and carrier experts in the industry.

Learn about new insurance products, international planning, and new updates in the trust and annuities space.

2019 workshop agenda

The numbers that matter

225+
senior members of the PPLI & PPVA community
65+
industry thought leaders on the agenda
17
years delivering the leading event for the PPLI&VA community

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WIN NEW BUSINESS FROM A CAPTIVE AUDIENCE

We'll provide you with the platform to connect with 225+ senior decision-makers.

Tell us your business goals. We'll help you achieve them. Please contact Ian McGuinness at Ian.McGuinness@KNect365.com or call +1-646-895-7348.

Lead Media Partner: Trusts & Estates

The pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.

2019 Event Partner

2019 Gold Sponsor

2019 Lead Media Partner